ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,126 | -4.0% | 13,742 | 0.0% | 0.51% | -4.1% |
| Q2 2023 | $2,215 | +6.2% | 13,742 | 0.0% | 0.53% | -0.9% |
| Q1 2023 | $2,085 | +4.6% | 13,742 | 0.0% | 0.54% | -0.2% |
| Q4 2022 | $1,994 | -99.9% | 13,742 | 0.0% | 0.54% | +1.5% |
| Q3 2022 | $1,766,000 | -6.5% | 13,742 | 0.0% | 0.53% | -0.4% |
| Q2 2022 | $1,889,000 | -11.7% | 13,742 | 0.0% | 0.53% | -15.9% |
| Q1 2022 | $2,140,000 | -0.6% | 13,742 | 0.0% | 0.64% | +9.7% |
| Q4 2021 | $2,152,000 | +7.7% | 13,742 | 0.0% | 0.58% | +2.5% |
| Q3 2021 | $1,998,000 | -1.5% | 13,742 | 0.0% | 0.56% | +3.3% |
| Q2 2021 | $2,029,000 | +4.5% | 13,742 | 0.0% | 0.55% | -6.7% |
| Q1 2021 | $1,941,000 | -30.1% | 13,742 | -36.6% | 0.59% | -36.3% |
| Q4 2020 | $2,776,000 | +13.9% | 21,685 | 0.0% | 0.92% | -6.6% |
| Q3 2020 | $2,438,000 | +3.9% | 21,685 | 0.0% | 0.98% | -4.1% |
| Q2 2020 | $2,347,000 | +12.5% | 21,685 | 0.0% | 1.03% | +12.6% |
| Q1 2020 | $2,087,000 | -26.0% | 21,685 | 0.0% | 0.91% | -33.2% |
| Q4 2019 | $2,821,000 | +9.2% | 21,685 | 0.0% | 1.37% | -3.0% |
| Q3 2019 | $2,584,000 | +1.7% | 21,685 | -0.5% | 1.41% | -19.5% |
| Q2 2019 | $2,540,000 | -1.1% | 21,790 | -4.4% | 1.75% | -1.6% |
| Q1 2019 | $2,569,000 | +11.5% | 22,790 | 0.0% | 1.78% | +31.1% |
| Q4 2018 | $2,305,000 | – | 22,790 | – | 1.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quantitative Advantage, LLC | 663,169 | $62,185,000 | 15.53% |
| FIRST HAWAIIAN BANK | 804,869 | $75,473,000 | 12.34% |
| AFFINITY WEALTH MANAGEMENT LLC | 159,564 | $14,962,000 | 11.97% |
| LVZ, Inc. | 171,905 | $16,120,000 | 11.94% |
| Berkshire Money Management, Inc. | 417,343 | $39,134,000 | 11.71% |
| Valmark Advisers, Inc. | 5,267,779 | $493,960,000 | 11.50% |
| Efficient Advisors, LLC | 431,367 | $40,449,000 | 9.25% |
| TD Ameritrade Trust Co | 374,344 | $35,469,000 | 8.61% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 311,512 | $28,611,000 | 8.20% |
| Betterment LLC | 968,790 | $90,843,000 | 7.94% |